Please review the following job description:
Identify all parties associated with each mortgage transaction and review all exclusionary lists for all parties identified and escalate any findings for names reflected on those lists, to determine if clearance may be provided for the loan to close, as per regulatory and investor requirements.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Identify all parties associated with each loan transaction and review all exclusionary lists for all parties identified and escalate any findings for names reflected on those lists, to determine if clearance may be provided for the loan to close, as per regulator and investor requirements.
2. Update Notepad with applicable notes regarding completion of search.
3. Effectively communicate with the Fulfillment Center teammates for additional information, as needed.
4. Update reporting with completed and outstanding search results.
5. Proficiently utilize all systems required to perform your job.
6. Assist with special projects/tasks and provide support to other departments within the line of business, as requested by your manager.
7. Monitor courses assigned on your Learning Plan and ensure you remain current on all regulatory courses required.
8. Develop and maintain positive working relationships with other teammates, internal and external clients/business partners, and vendors.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High School diploma or equivalent
2. One year experience in a business related field.
3. Completion of required training within set timeframe permitted
4. Ability to utilize a mortgage loan origination system
5. Excellent organization skills and ability to develop a solid understanding of the mortgage process and procedures.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
7. Excellent verbal and written communication skills
Preferred Qualifications:
1. Bachelor's degree in a business-related field, or equivalent education and related training or experience
2. One year mortgage experience
3. Basic knowledge of Empower
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OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting
? Sitting (if checked, indicate frequency)
Constantly (More than 50% of the time)
? Standing (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
? Walking (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
? Bending (if checked, indicate frequency)
Occasionally (Less than 25% of the time)
? Lifting (if checked, indicate pounds)
Up to 50 lbs.
? Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
? Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
? Availability
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
? Travel (Must select one)
Minimal and up to 10%
Atlanta, GA
SunTrust Banks, Inc. operates as the holding company for SunTrust Bank that provides various financial services for consumers, businesses, corporations, institutions, and not-for-profit entities in the United States. It operates in two segments, Consumer and Wholesale. The Consumer segment provides deposits and payments; home equity and personal credit lines; auto, student, and other lending products; credit cards; discount/online and full-service brokerage products; professional investment advisory products and services; and trust services, as well as family office solutions. This segment also offers residential mortgage products in the secondary market.
The Wholesale segment provides capital markets solutions, including advisory, capital raising, and financial risk management; asset-based financing solutions, such as securitizations, asset-based lending, equipment financing, and structured real estate arrangements; cash management services and auto dealer financing solutions; investment banking solutions; and credit and deposit, fee-based product offering, multi-family agency lending, advisory, commercial mortgage brokerage, and tailored financing and equity investment solutions. This segment also offers treasury and payment solutions, such as operating various electronic and paper payment types, which comprise card, wire transfer, automated clearing house, check, and cash; and provides services clients to manage their accounts online.
The company offers its products and services through a network of traditional and in-store branches, automated teller machines, Internet, mobile, and telephone banking channels. As of December 31, 2018, it operated 1,218 full-service banking offices located in Florida, Georgia, Virginia, North Carolina, Tennessee, Maryland, South Carolina, and the District of Columbia. SunTrust Banks, Inc. was founded in 1891 and is headquartered in Atlanta, Georgia.